Module 2 course project

risk_questionnaire.xlsx

Self

	SELF QUESTIONNAIRE
Name:
	Questionnaire	Rating	Answer all questions using a scale of 1 to 10
1	Do you have 6 to 12 month's of expenses including rent/mortgage payment in savings?	5	1 = No Savings	10 = Yes, I have at least 12 months of expenses saved
2	Do you have access to and contribute to an IRA or 401k regularly?	1	1 = I do not have a retirement account	10 = Yes, I have a retirement account and contribute the maximum
3	Suppose you won a $50,000.00 lottery, would you:	1	1 = Put all the money under your mattress?	10 = Go to Vegas?
4	Investing in the stock market:	2	1 = is scary and not for you.	10 = is interesting and you are an active stock investor.
5	Suppose you have $50,000 in an investment portfolio of stocks and bonds and the market declines unexpectedly. How much of a decline would you tolerate before pulling out your money?	6	1 = Get it out immediately.	10 = Leave it be. Ups and downs are part of investing.
6	How many years do you have before you plan to retire?	10	1 = Less than 5 years	10 = Greater than 20 years
7	Do you consider yourself:	1	1 = an inexperieced investor?	10 = a seasoned and experienced investor?
	Total	26
	Average	3.71

	INTERVIEWEE QUESTIONNAIRE
Name:
	Questionnaire	Rating	Answer all questions using a scale of 1 to 10
1	Do you have 6 to 12 month's of expenses including rent/mortgage payment in savings?		1 = No Savings	10 = Yes, I have at least 12 months of expenses saved
2	Do you have access to and contribute to an IRA or 401k regularly?		1 = I do not have a retirement account	10 = Yes, I have a retirement account and contribute the maximum
3	Suppose you won a $50,000.00 lottery, would you:		1 = Put all the money under your mattress?	10 = Go to Vegas?
4	Investing in the stock market:		1 = is scary and not for you.	10 = is interesting and you are an active stock investor.
5	Suppose you have $50,000 in an investment portfolio of stocks and bonds and the market declines unexpectedly. How much of a decline would you tolerate before pulling out your money?		1 = Get it out immediately.	10 = Leave it be. Ups and downs are part of investing.
6	How many years do you have before you plan to retire?		1 = Less than 5 years	10 = Greater than 20 years
7	Do you consider yourself:		1 = an inexperieced investor?	10 = a seasoned and experienced investor?
	Total	0
	Average	ERROR:#DIV/0!